The US government's decision to ease restrictions on exporting Nvidia's H200 AI chip to China marks a significant victory for one of the world's most influential computing companies...
AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's...
Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...
A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
As generative AI applications accelerate, public debates over whether AI will ultimately replace humans have intensified. Benjamin Joe, Meta Platforms' regional vice president for...
Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid...
The Indo-Pacific region has become the world's most critical theater for both technology manufacturing and geopolitical competition. As military tensions escalate across East Asia,...
Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
Chassis maker Catcher Technology stated that as the calendar moves into the year-end shopping season of 2025, promotional campaigns and a rebound in end-market demand are expected...
IBM said on December 8 that it has agreed to acquire Confluent in an all-cash deal valuing the data-streaming company at US$11 billion. Under the agreement, IBM will purchase all...
Zhen Ding Technology said next-generation AI server platforms entering mass production will drive a major revenue lift in 2026 and set up a doubling growth phase in 2027. The company...
Chinese GPU startup Moore Threads debuted on the STAR Market on December 5, 2025, with its opening price soaring to CNY650 (US$91.94) per share—a staggering 468.78% increase—pushing...
The global electronics manufacturing services (EMS) and original design manufacturing (ODM) supply chain experienced many structural changes during the third quarter of 2025. In the...
